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IFM Investors Portfolio holdings
AUM
$15.1B
1-Year Est. Return
40.57%
This Fund
S&P 500
This Quarter
Est. Return
+4.48%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$1.76B
AUM Growth
+$202M
(+13%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
617
New
24
Increased
384
Reduced
43
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$5.24M |
| 2 |
Apple
AAPL
|
+$4.8M |
| 3 |
Amazon
AMZN
|
+$4.62M |
| 4 |
Dow Inc
DOW
|
+$2.87M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DuPont de Nemours
DD
|
+$1.99M |
| 2 |
L3Harris
LHX
|
+$1.25M |
| 3 |
United Therapeutics
UTHR
|
+$310K |
| 4 |
Mattel
MAT
|
+$275K |
| 5 |
Goodyear
GT
|
+$263K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.2% |
| 2 | Financials | 15.47% |
| 3 | Healthcare | 13.61% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Communication Services | 10.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Newmont
NEM
$100B
| $2.2M | 0.13% |
57,232
+23,539
| +70% | +$796K |
|
177
Workday
WDAY
$40.8B
| $2.19M | 0.12% |
10,638
+1,397
| +15% | +$282K |
|
178
Xcel Energy
XEL
$48.5B
| $2.17M | 0.12% |
36,449
+3,073
| +9% | +$177K |
|
179
Electronic Arts
EA
$53B
| $2.15M | 0.12% |
21,255
+2,174
| +11% | +$207K |
|
|
XLNX
180
DELISTED
Xilinx Inc
XLNX
| $2.12M | 0.12% |
17,988
+1,642
| +10% | +$191K |
|
181
Public Service Enterprise Group
PEG
$38.2B
| $2.11M | 0.12% |
35,911
+3,082
| +9% | +$184K |
|
182
Tesla
TSLA
$1.27T
| $2.11M | 0.12% |
141,675
+12,870
| +10% | +$200K |
|
183
O'Reilly Automotive
ORLY
$73.3B
| $2.1M | 0.12% |
85,140
+8,730
| +11% | +$221K |
|
|
ALXN
184
DELISTED
Alexion Pharmaceuticals
ALXN
| $2.1M | 0.12% |
15,994
+2,042
| +15% | +$263K |
|
185
VF Corp
VFC
$5.87B
| $2.08M | 0.12% |
23,759
+1,502
| +7% | +$129K |
|
186
Lam Research
LRCX
$369B
| $2.06M | 0.12% |
109,720
+10,240
| +10% | +$194K |
|
187
AvalonBay Communities
AVB
$27B
| $2.04M | 0.12% |
10,023
+895
| +10% | +$181K |
|
188
Amphenol
APH
$201B
| $2.04M | 0.12% |
84,864
+9,584
| +13% | +$231K |
|
189
AutoZone
AZO
$48.8B
| $2.02M | 0.12% |
1,842
+158
| +9% | +$166K |
|
190
Advanced Micro Devices
AMD
$790B
| $2.02M | 0.11% |
66,411
+6,396
| +11% | +$182K |
|
|
STI
191
DELISTED
SunTrust Banks, Inc.
STI
| $2.01M | 0.11% |
31,929
+3,117
| +11% | +$196K |
|
192
Consolidated Edison
ED
$39.8B
| $1.99M | 0.11% |
22,722
+3,281
| +17% | +$283K |
|
193
Oneok
OKE
$55.6B
| $1.99M | 0.11% |
28,944
+3,403
| +13% | +$229K |
|
194
PPG Industries
PPG
$25.3B
| $1.99M | 0.11% |
17,010
+1,636
| +11% | +$187K |
|
195
Motorola Solutions
MSI
$72.6B
| $1.98M | 0.11% |
11,855
+1,071
| +10% | +$161K |
|
196
Hilton Worldwide
HLT
$70.7B
| $1.95M | 0.11% |
19,960
+1,945
| +11% | +$177K |
|
197
IQVIA
IQV
$38.4B
| $1.93M | 0.11% |
11,993
+1,247
| +12% | +$175K |
|
198
Mercado Libre
MELI
$96.3B
| $1.91M | 0.11% |
3,127
+325
| +12% | +$181K |
|
|
DFS
199
DELISTED
Discover Financial Services
DFS
| $1.91M | 0.11% |
24,644
+2,485
| +11% | +$192K |
|
200
Corning
GLW
$126B
| $1.91M | 0.11% |
57,504
+5,689
| +11% | +$183K |
|
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IA
AT
UM
FCAS
RFC
GF
IFM Investors's Q2 2019 Portfolio in Review
As of Q2 2019, IFM Investors held 617 positions worth $1.76B, up 13% from $1.56B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
IFM Investors deployed $143M of net new capital in Q2 2019, opening 24 new positions and adding to 384 existing holdings. Its largest new stake was Dow Inc: 54,290 shares worth $2.68M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.99M trimmed.
- IFM Investors's largest Q2 2019 buy was Dow Inc: 54,290 shares worth $2.68M.
- IFM Investors added most to Microsoft in Q2 2019, an estimated $5.24M increase.
- IFM Investors's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.99M.
- IFM Investors fully exited L3Harris in Q2 2019, selling an estimated $1.25M.
- IFM Investors's ten largest holdings make up 21% of its $1.76B portfolio in Q2 2019.
- IFM Investors opened 24 new positions and closed 6 in Q2 2019.
- IFM Investors's portfolio value rose 13% quarter-over-quarter to $1.76B.
Based on IFM Investors's 13F filing for Q2 2019, filed 16 Jul 2019.